Linking Products
Tax System Parameters, Client Tax Links and Updates from CCH Accounts Production are available in this section.
Last update: CCH Personal Tax
Updates from CCH Accounts Production
This document outlines the procedures for managing automatic updates in a tax system involving CCH Accounts Production and Business Tax. Key instructions include enabling/disabling automatic updates for new and existing clients, handling exceptions when updates cannot proceed, and ensuring accounting periods match for successful updates. It also specifies how to manage draft accounts and outlines error messages that guide users in cases of conflicts or issues. Overall, it serves as a comprehensive guide for configuring tax data updates while maintaining data accuracy.
CCH Personal Tax
Tax System Parameters and Client Tax Links
The document outlines the procedure for setting up and managing tax system parameters and client tax links within software, particularly for linking databases such as CCH SecTAX and Trust Accounts. It details steps for accessing the Tax Settings, specifying database connections, and enabling automatic updates for linked client data. Furthermore, it explains the customization options for transaction types, including the exclusion of foreign income, and permissions required for accessing various tax link functionalities. Lastly, it addresses the automatic detection of updated links upon opening the Tax Return.
CCH Personal Tax
How to Link the Partner Allocation Spreadsheets
The document provides step-by-step instructions for managing a Partnership Statement within a tax software system. Users are guided to select a partnership client, access the Partnership Statement tab, export data to Excel, open the exported file, update it, and then import the updated figures back into the system. The process concludes with confirming the changes in the Partnership Statement Allocation dialog.